Ladewig Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 314620
- Website
- ladewiginvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.99%
- Individuals9.73%
- Corporations / Businesses2.28%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ladewig Investment Management, LLC is a privately held limited liability company run by an individual owner that provides fee-based portfolio management. The firm serves both individual and family clients and institutional clients, charging clients a percentage of assets under management. Its advisory work emphasizes portfolio management for individuals and small businesses. The adviser is not multi-state registered, does not identify as an ESG investor, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities34%
- US Government Bonds10%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Philip Ladewig
Managing MemberCRD 4497848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Worthen Financial Advisors
RIAFriendswood, TX
Dreyfuss Capital Management LLC
RIAJackson, WY
The Hatlestad Group
RIAEdina, MN
Brightpath Financial, Inc.
RIADubeau Capital USA Inc.
RIAQuebec City Quebec